Can Sarva actually call payers on the phone?

Yes. Sarva uses AI voice technology to place automated calls to payers for claim status and follow-up. Calls include required disclosures and are logged for compliance. For payers that support EDI or portal-based follow-up, those channels are preferred over phone calls.

What claims require human intervention?

Complex disputes, appeals, secondary insurance coordination, patient-pay follow-up, and payer requests for additional documentation are routed to staff. Sarva handles routine status checks, simple re-submissions, and payment confirmations autonomously.

Use Case

AR Follow-Up Automation for Autonomous Accounts Receivable Management

AR follow-up automation uses AI to prioritize aging accounts receivable, autonomously contact payers via phone, portal, and EDI channels, and track resolution status. Sarva prioritizes claims by recovery probability and expected yield, so your team works the highest-value accounts first rather than chronologically working through an aging report.

Review Your Aging AR

The Business Problem

Accounts receivable follow-up is the most labor-intensive task in revenue cycle. Staff call payers, wait on hold, navigate phone trees, and document outcomes — claim by claim. Most practices can only follow up on a fraction of their aging AR, leaving significant revenue uncollected. Claims over 120 days have a recovery probability below 50%, making speed critical.

Affected Team

AR follow-up specialists, billing team, and revenue cycle leadership. CFOs see the impact in AR days and cash flow. Understaffed AR teams create a backlog that compounds over time.

How It Works

Current Manual Workflow

A biller exports an AR aging report. They start with the oldest or largest balances, call each payer, wait on hold, provide claim details, document the outcome, and move to the next. The process is linear and time-bound by call volume. Many claims are never reached because staff time runs out before the list is completed.

Automated Workflow with Sarva

Sarva prioritizes aging AR by recovery probability and expected yield — not just by age. It autonomously contacts payers through EDI 276/277, payer portals, and phone calls using AI voice technology. Outcomes are documented automatically. Staff see only exceptions and escalations — claims requiring human intervention, such as appeals or complex disputes.

Inputs

AR aging data from practice management system
Payer contact information and EDI connections
Claim details and submission history
Recovery probability model inputs

Outputs

Prioritized AR worklist by recovery yield
Autonomous payer contact outcomes
Documented follow-up history per claim
Recovery probability scoring
AR aging dashboard with real-time updates

Human Oversight

Staff handle exceptions: complex disputes, appeals, payer requests for additional information, and claims requiring negotiation. Sarva manages routine follow-up — status checks, simple re-submissions, and payment confirmation — autonomously.

Security Considerations

All AR data is encrypted in transit and at rest. Payer phone calls are logged and recorded per compliance requirements. AI voice interactions include disclosure as required by state regulations. HIPAA BAA included. SOC 2 Type II certified.

Integration Considerations

Sarva integrates with your practice management system to read AR aging data and post follow-up outcomes. Payer contact is handled through EDI, portal automation, and AI voice calls. The prioritization model adapts to your payer mix and claim patterns over time.

Limitations

Complex claim disputes, secondary insurance billing, and patient-pay follow-up require human intervention. Sarva manages payer follow-up but does not handle patient collections (though it can trigger patient communication through integrated platforms). Some payers do not accept automated phone inquiries.

Key Performance Indicators

Days in AR

Target

< 30

AR over 90 days

Target

< 15%

Claims followed up per week

Target

3x manual capacity

Recovery rate on aging AR

Target

Practice-specific

See how this workflow applies to your practice.

Review Your Aging AR

Related Connectors

Frequently Asked Questions

Sarva scores each aging claim by recovery probability (based on payer, age, claim type, and historical patterns) and expected yield (claim amount multiplied by probability). Claims are worked highest-yield first, ensuring staff and automated effort is directed where it will recover the most revenue.

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